Search Results | Showing 91 - 100 of 16365 results for "Client" |
| | | ... Matt Marsh of PlanPlus Wealth Advisers, who said the alleged misreporting could have significant tax consequences for his client, including the risk of breaching contribution caps. According to Marsh, the fund reported contributions under his client's ... |
| | | | ... April with US$166.9 billion in total assets. Year-to-date figures show the fund manager offsetting nearly US$10 billion in client money lost with US$13 billion in positive performance. In April alone, GQG reported outflows of US$1.4 billion but managed ... |
| | | | ... advisers, that creates a real challenge," Marquet says. "A negative market event early in retirement can materially change client outcomes, not just balances, but confidence and sustainability of income. That's why advisers are revisiting income ... |
| | | | Takeovers Panel said it rejected Atlas Arteria's request to impose an interim order against IFM Investors despatching its bidder's statement in its current form, despite the global toll roads business saying the two-tiered pricing structure ... |
| | | | GSFM is offering new global private markets opportunities to local institutional and wholesale investors,launching of two new funds in conjunction with its Canadian affiliation. GSFM, with CI Global Asset Management (CI GAM) as investment manager of ... |
| | | | ... than a custodian of assets, acting as a custodian of trusted data that brings together custodial and non-custodial assets, client information and professional workflows in a single, connected environment," he said. "This shift recognises that custody ... |
| | | | Macquarie Asset Management's (MAM) earnings soared to $2.6 billion largely driven by bumper performance fees charged on its private markets transactions. MAM's net profit jumped 27% in its full-year reporting period ending March thanks to private ... |
| | | | ... diversification strategy, BFG said it will launch new products in 2026, consolidate the wholesale broking arm and launch new client digital portals across its three divisions of Bell Potter, Bell Direct and Desktop Broker. Last year, BFG selected Praemium's ... |
| | | | ... pass on the impact of a potential $4000 per adviser bill. To offset the cost, 79% said they will be forced to increase client fees. Others are considering scaling back investment in people, with 36% planning to reduce new adviser appointments. It comes ... |
| | | | ... Matt Willis said the appointment would support the firm's focus on strengthening relationships with advisers and improving client outcomes. The move comes as platform providers increasingly compete on service quality and adviser support, alongside technology ... |
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